Climateer Investing

In war, everything not censored is a lie.

Friday, November 28, 2025

“People tend to notice when you say, ‘I can open your front door in thirty seconds.’”

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From Hazlitt Magazine, April 5, 2023: Everything is Open The first lock I ever picked was my own: one day in my sophomore year of high sc...

"Jakarta becomes world’s most populous city while Tokyo shrinks"

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From The Telegraph, November 27: Indonesia’s capital of Jakarta has overtaken Tokyo as the world’s most pop...

"AI Play Quanta Services Stock, Up 47% in 2025, Extends From Cup Buy Point " (PWR)

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Quanta is much more than an AI play. Whether or not AI's promises are fulfilled, the power-grid has to be upgraded.  From Investor's...

"The Private Equity-Owned Data Center Behind Giant CME Outage"

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From Bloomberg via Canada's Financial Post, November 28:  About 45 minutes west of downtown Chicago lies a rather unassuming, glass-enc...

"Bridgewater's Greg Jensen echoes Michael Burry on Nvidia's AI chips — and says they could help make themselves obsolete"

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It is hard to tell if people like Jensen actually know anything or if they are grasping for justifications after a decision has been made; r...

"One of America’s most dangerous volcanoes will soon power homes"

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From the Washington Post via MSN, November 19:  On the slopes of an Oregon volcano, engineers are building the hottest geothermal power pl...

Electricity: Microsoft CEO Satya Nadella Says He Needs More Power

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From Benzinga, November 27: Microsoft CEO Satya Nadella Admits 'I Don't Have Warm Shells To Plug Into' — While OpenAI CEO Sam Al...

"BofA says AI is boosting bankers' productivity, revenue"

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From Reuters, November 17: BofA plans $4 billion in new tech investments, focusing on AI Gopalkrishnan says AI boosts productivity, ...

Capital Markets: "USD Bounces into the End of the Week"

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From Marc Chandler at Bannockburn Global Forex: Overview: The US dollar is trading firmer against nearly all the G10 currencies. The yen is...

"ChatGPT boss’s ex-boyfriend’s house targeted in $11M crypto heist by fake delivery man"

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From the New York Post, November 25:   The home of a tech investor who once dated ChatGPT boss Sam Altman was targeted in an $11 million cry...

"China’s industrial profits slump in October as price war deepens"

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From the South China Morning Post, November 27: Beijing to crack down on ‘disorderly’ market practices amid rising financial costs, while an...
Thursday, November 27, 2025

"The self-driving taxi revolution begins at last"

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From The Economist, November 24: It’s Waymo complicated than it looks  IN 1995 RESEARCHERS from Carnegie Mellon University drove 3,000 miles...

"The Gaslit Asset Class"

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From David Rosenthal's DSHR blog, September 30, 2025: James Grant invited me to address the annual conference of Grant's Interest Ra...

Thanksgiving and Beer

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First posted November 27, 2013 : From a 2011 email to a friend: So Thursday was beautiful and around 1:00 p.m. I said "I'd like a...

Gratitude Or Grievance, It's A Choice: "Why We Are Better Off Than a Century Ago"

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First up, in my humble opinion, The Best Thing About Being A Utopian:  “Utopia is not under the slightest obligation to produce results: its...

Thanksgiving Day Stories

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For those who celebrate the day, Happy Thanksgiving. For those who don't celebrate the day, happy thanksgiving. From the Paris Review,...
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